Freshdesk

Freshsales

AWeber

Google Contacts

Contacts+ (formerly FullContact)

![quote James](//images.ctfassets.net/f2ysq090txql/Dp5L37gZpfmvTZUAXTQI5/c4c5cb3f408e34d100ee870223cbd1b0/quote_James.png)

James Heyward has entrepreneurship in his blood. His father opened his accounting firm AOH Business Services, NYC in 1982, and from an early age, James developed his knowledge of and love for financial management while working for his father’s practice.

In 2010, James opened his own firm, [Heyward CPA](https://www.heywardcpa.com/), in Durham, North Carolina, and at the start of this year, James and his father decided to merge their firms.

As a family business, Heyward CPA is laser-focused on helping other small businesses and their owners. They have an exceptional track record in the accounting industry for the usual reasons – their experience, business acumen, skills, and the personality of their team – but Heyward CPA also differentiates itself from the competition with its outstanding business operations.

*“We’re more like a software company in how we run our business,"* shares James. *“That’s what our tools are mostly designed for.”*

James admits he loves apps: “I keep going from app to app, but now I’m trying to stick with the right tool and improve our integrations." __PieSync has made integrating his favorite tools possible. The results? A productivity boost without the headaches.__

## The key tools James uses to run his accounting firm more efficiently:

### To improve lead qualification: Contact+ (formerly FullContact)

James uses the [Contact+](https://www.contactsplus.com/) contact management tool (formerly FullContact) to enrich the contact information collected on his CRM. 

> “80% or more of our leads come in through our website,” explains James. “Some of these are not our optimal customer, and we create service offerings for different lead levels, so the more information we can gather about their digital footprint the better.”

Once a lead has being enriched in Contact+, James uses [PieSync to sync data with Freshsales](https://www.piesync.com/fullcontact/freshsales/) and trigger the next steps in their journey... 

![fullcontact freshsales](//images.ctfassets.net/f2ysq090txql/5u3NK8pJyGZ32yNBNVN1jo/f8ef159790cf063c9fced7e8e5ee52c6/fullcontact_freshsales_.png)

### Freshsales – as CRM

With [Freshsales](https://www.freshworks.com/freshsales-crm/) as your CRM, you can benefit from AI-based lead scoring, built-in phone, email, activity capture and more. James explains that if you send an inquiry to Heyward CPA via their website, it’ll go straight to the Freshsales level of their tech stack.

Freshsales is the heart of their customer data, but in order to enrich that data, James has to keep it in sync with his other business tools. At the same time, he uses Freshsales customer knowledge to deliver a more personalized experience through other tools. For instance,  if a prospect or customer wants to receive email communications, he will be automatically in sync with AWeber. 

![Freshsales aweber integration](//images.ctfassets.net/f2ysq090txql/2SN4DuEVEYYvbHdUN3agTx/98b72c419d19282029155153166d5695/Freshsales_aweber_integration.png)

<Button text="Sync Freshsales and AWeber" href="https://www.piesync.com/freshsales/aweber/" />

### Freshdesk – for customer support

“[Freshdesk](https://freshdesk.com/) is our main point of contact for our clients. It’s kind of like our front desk," explains James. Freshdesk customer support software streamlines all conversations in one place. With the tool, James has a central view of all communication via phone and email, and he can also connect live chat if it makes sense in future.

> “As the helpdesk phone number is linked with the Freshcaller platform, we’re able to take notes on phone calls in a file for a client or even a prospect. It’s been about 3 years and it’s really changed our business.It has totally changed communication for us!”

James has also used Freshdesk to build out Heyward CPA’s internal knowledge base and make it accessible to the whole team. By pooling this knowledge, it’s easier than ever to train new people to respond to inquiries.  “Some of the questions are very routine, so we can build out the Q&A internally for agents to reply as easily as possible," explains James.

In the past, inquiries like “I need a copy of my tax return” used to go to James’s own inbox, but they now go directly to Heyward CPA’s central help desk that everyone has access to. 

“As we’re so exposed on the internet and get a high value of inquiries, it stops our inboxes getting clogged up," says James. 

<Button text="Sync Freshsales and Freshdesk" href="https://www.piesync.com/freshsales/freshdesk/" />

### Google Contacts – to sync personal contacts and as a backup

Google Contacts was one of the first integrations that James set up with PieSync, as a handy way to move his personal contacts to a central client management system. Since then, James has maintained Google Contacts as a backup of his key email list.

![integration google contacts freshsales](//images.ctfassets.net/f2ysq090txql/22zRNB4gD58tTARc3UGTy/859485266e8cfb302d8a47dd46ae10e6/integration_google_contacts_freshsales.png)


<Button text="Sync Freshsales and Google Contacts" href="https://www.piesync.com/freshsales/google-contacts/" />

### AWeber – for email marketing

“I’m trying to build up our [AWeber](https://www.aweber.com/) email list and be more specific in our email marketing," shares James. After several years of general awareness marketing, James is testing AWeber for greater segmentation and to eventually send emails according to the type of business a lead is in.

---

## Strong parts, but stronger together

At the heart of Heyward CPA’s operations is the Freshsales CRM. This is their main business hub, where James is consciously building up more contact data to make it easier to segregate contact lists across all connected apps.

 “The leads come into Freshsales, then if we do not end up doing business with them right now, we can get them in AWeber. Then they can receive more general awareness marketing,” says James. “We’re trying to make sure the leads interested in the newsletter on our website get to AWeber.”
 
 ![software stack](//images.ctfassets.net/f2ysq090txql/2gXP51ZQE5NkxjaJNHBhwh/c69a28c559e0f626ca2d927a79c0e07f/software_stack.png)

With PieSync, James has the infrastructure he needs to benefit from several tools without getting overwhelmed or causing data gaps and errors.

> “PieSync provides the automation and the framework to think about how you really want your data to move. It makes the administrative work totally automated and so much easier. In some cases that can save a business owner a lot in administrative costs.”


---

By staying on top of the tools out there, including those first designed with other industries in mind – like software as a service – James has managed to build a highly-efficient accounting firm. 

How can you make your firm operate more efficiently and spend more time on your customers? See how PieSync can help you out with a 14-day free trial to connect your favourite cloud apps.

<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

























With PieSync, James has the infrastructure he needs to benefit from AWeber, Freshsales, Freshdesk, Google Contacts and Contact+ without getting overwhelmed or causing data gaps and errors.

Accounting & Finance

How this accounting firm uses automation to run their business more effectively than the competition

Business Process Automation

Great news Freshsales users! You can now integrate Freshsales with your favorite cloud apps using PieSync!

PieSync syncs your contacts two-way and in real-time between Freshsales and your favorite business cloud apps. 

No more import/export! Easy to set-up, no installation or download required.Take a look at all the apps you can sync Freshsales with:

<Widget type="piesync-widget" left="freshsales" />

You’re in high-velocity sales and you’ve got no time to lose with messing around looking for correct contact information. With deals being made and broken in a matter of minutes you need good quality prospect and customer data immediately. 

That’s where PieSync comes in.

PieSync works in the background syncing valuable contact data between your business cloud apps. This means you’ll have access to the most up-to-date data when you need it most.

## What does PieSync do exactly?
Businesses collect prospect and customer information from a multitude of sources. This can be web forms, emails, phone calls, trade shows, and social media.

The problem is, information is flowing into different apps and these apps aren’t  sharing information with each other. So new and updated data gets trapped in data silos.

A lot of businesses work with ad-hoc solutions to get around this, like import/export. But really, those methods are like trying to build a house using sticky tape instead of cement - it’s a constant maintenance nightmare and extremely ineffective.

Just as you finish importing one load of data, more is coming in. You waste hours every week trying to keep your databases up to date across your business.

PieSync takes care of all of this for you. [Click here to start your 14-day FREE trial.](http://www.piesync.com/freshsales/?utm_source=launch&utm_medium=blog&utm_campaign=freshsales_launch&utm_content=cta1)

PieSync syncs your contact data across your connected business cloud apps, two-way and in real time. 

You no longer have to worry about making sure your data is up to date, PieSync does it for you.On average **PieSync users save 25 hours per month** on contact management.  That’s 3 working days each month that you could be doing something else to boost your business, like prospecting for new leads or closing more deals.

Synchronizing your business data creates vast opportunities for business growth. Try PieSync today and see for yourself. 

<Button href="http://www.piesync.com/freshsales/?utm_source=launch&amp;utm_medium=blog&amp;utm_campaign=freshsales_launch&amp;utm_content=cta2" text="START MY FRESHSALES SYNC" />


Sales

Sync Freshsales with other cloud apps using PieSync

weclapp

![weclapp-launch](//images.ctfassets.net/f2ysq090txql/3Q7JFFlGdqCmWyMsqCm2OU/497dc2a33aa75bc465bc674357d9c4bd/weclapp-launch.png)

# About weclapp

Weclapp enables smooth planning and implementation of production ensuring a transparent processing of projects including time recording. Among other functions, weclapp supports from quotes to invoices and accounting, and is applicable to many sectors.

Now you can sync contacts between weclapp and these apps:

<Widget left="weclapp" />

# About PieSync

Most apps are not natively integrated. That means you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but your apps are never really up-to-date.

PieSync integrates your contacts bidirectionally between your favorite cloud apps in real time. This means you will have access to the most up-to-date client information in all your apps, no matter where you are or who entered the data. You never have to manually transfer data again!

This unique 2-way contact sync creates a connection between your CRM, Email Marketing, Customer Care, or Cloud Accounting apps.

![Gif2 V1](//images.ctfassets.net/f2ysq090txql/4tV3pvsNbiqcIQCCYMqGYq/e7f60a3c351ee5519a1cb25f215382b3/Gif2_V1.gif)

PieSync’s Intelligent engine is constantly checking for updates in both apps.  If there are any changes in one app, you’ll have it automatically up-to-date in the other app in real time.

The service identifies and associates the typical fields used by your apps such as: email address, phone number, address, etc. Additionally, you can define which customized fields should be in sync thanks to the [Custom Fields Mapping](https://blog.piesync.com/custom-fields/) option.

In 2017, PieSync released a [unique rule-based sync](https://blog.piesync.com/intelligentsyncing/).  Thanks to this feature, you can pick how you want to sync by deciding which fields to merge and which categories in each app should be in sync. These rules enable you to create complex automated workflows between apps.

![weclapp intelligent](//images.ctfassets.net/f2ysq090txql/6DQQQ2hRHa6ceMIG6IqYoy/48f9e314fdfe18de9edd92a40fcbb228/weclapp_intelligent.png)

### Related Article: [Optimize your sync with Segments and Filters](https://blog.piesync.com/segment-filter-syncs/)

<Button href="https://www.piesync.com/weclapp/" text="Start your free trial now!" />

# Other Benefits

__5-Minute Setup__

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations.

__No installation or download required__

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software.

__Add Teams__

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most.

__Multiple plans to scale your business growth__

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan.

__Avoid Duplications__

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.

Learn how to sync your weclapp clients with PieSync:

<Embed src="https://www.youtube.com/watch?v=tZdDkjzrq84&feature=youtu.be" />

Need help to configure your connection? You can always visit our [Support Center](https://help.piesync.com/connector-apps/weclapp) to get extra information about this connection.

So what are you waiting for?

<Button href="https://www.piesync.com/weclapp/" text="Start your free trial now!" />




Sync your weclapp contacts with more than 100+ apps!

Freshsales is a CRM tool built for high-velocity sales teams in need of quickly accessible context about their leads. In-depth customer insights, advanced segmentation of data and many more features will help you close deals faster. Product of Freshdesk.


freshsales

weclapp enables smooth planning and implementation of production. weclapp enables transparent processing of projects including time recording. From quotes to invoices and accounting, weclapp is applicable to many sectors.

Weclapp

Supported Apps

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Weclapp enables smooth planning and implement…

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Freshsales is a full-fledged customer relatio…

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How this accounting firm uses automation to run their business more effectively than the competition

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Sync your weclapp contacts with more than 100+ apps!

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